FINWIRES · TerminalLIVE
FINWIRES

Philippines' Inflation Jumps 7.2% in April

作者

-- The Philippines' inflation in April grew in its fastest pace in three years as the Middle East conflict weighed heavily on the price of basic commodities, especially crude oil.

The headline consumer price index jumped 7.2% year on year, according to data published by the Philippine Statistics Authority on Tuesday. CPI grew 4.1% in March and 1.4% in April 2025.

The current CPI beat estimates of between 5.6% and 6.4% from analysts surveyed by Bloomberg and from the country's central bank, the Bangko Sentral ng Pilipinas. ING's forecast of a 5% CPI growth was not close enough to the current figures.

The inflation hike was attributed to the price of oil spiking amid the Middle East conflict, as well as a rise food, energy and transportation.

The PSA said the transport index jumped 21.4% from 9.9% in March, while utilities, housing and other fuels climbed month on month to 8.2% from 4.7%. The food and non-alcoholic beverages increased 6% from 2.9%.

Arsenio Balisacan, the secretary of the Department of Economy, Planning, and Development, said the Department of Energy is looking for alternative energy sources to ensure a stable supple of fuel amid the war in Iran, the Philippines News Agency said.

"Amid the Middle East conflict disrupting fuel supply chains, the government is intensifying targeted interventions, particularly to temper upward price pressures on food, energy, and transport, while ensuring the continued stability of domestic supply," Balisacan said.

Analysts expect that the BSP will hike key rates to catch up with the high inflation. Benchmark rates were increased by a quarter point to 4.5% in April.

Bank of the Philippine Islands economist Emilio Neri Jr. said the central bank may raise rates by over the usual 25 basis points. Meanwhile, Rizal Commercial Banking Corp's chief economist, Michael Ricafort, said the BSP may be forced to increase rates by 50 basis points, according to a Bloomberg News report.

The BSP is set to meet in June, the report said.

相關文章

Asia

澳洲儲行調高現金利率,澳股下跌;Regis Resources將收購Vault Minerals,以平等合併

澳洲股市週二下跌,此前澳洲儲備銀行(RBA)決定將官方現金利率上調25個基點至4.35%。 標普/澳交所200指數下跌近0.2%,即16.60點,收在8,680.50點,創下20日新低。 布蘭特原油期貨價格跌至每桶112.93美元。美國和伊朗在波斯灣發動新的攻擊,試圖加強對該水道的封鎖。根據路透社報道,馬士基表示,其子公司法雷爾航運運營的懸掛美國國旗的汽車運輸船「聯盟費爾法克斯」號於週一在美軍護航下駛出霍爾木茲海峽。 在國內方面,澳洲統計局報告稱,經季節性調整後,澳洲3月份家庭支出成長1.6%至804.1億澳元,高於上月的0.3%。 澳洲央行表示,通膨在2025年下半年顯著上升,2026年初以來的資訊證實,部分成長反映了產能壓力增加。澳洲儲備銀行指出,中東衝突導致燃料及相關大宗商品價格大幅上漲,加劇了通膨,初步跡象表明,許多面臨成本壓力的企業正在尋求提高商品和服務價格。 在3月萎縮之後,澳洲服務業在4月重返擴張區間,這得益於商業活動的復甦。標普全球澳洲服務業採購經理人指數(PMI)從3月的46.3升至4月的50.7。 公司新聞方面,Regis Resources(ASX:RRL)同意收購Vault Minerals(ASX:VAU),雙方將進行平等合併,以打造一家大型黃金生產商,預計該公司將透過其在西澳大利亞的五個營運資產,每年生產超過70萬盎司黃金。根據擬議的交易,Vault股東每持有1股Vault股票,將獲得0.6947股Regis股票。 Regis股價在收盤時下跌超過5%,而Vault股價上漲近3%。 西太平洋銀行(ASX:WBC,NZE:WBC)公佈了上財年上半年的每股收益(不計重大項目),為1.014澳元,高於去年同期的0.998澳元。截至3月31日的六個月淨營業收入為112.8億澳元,高於去年同期的109.9億澳元。其股價收盤下跌近2%。 最後,麥哲倫金融集團(ASX:MFG)任命Vinva投資管理公司為其部分全球股票基金的投資管理人。截至4月底,管理資產規模約53億澳元的麥哲倫全球基金開放式單位主動型ETF和麥哲倫全球基金對沖型ETF的投資策略將變更為Vinva全球阿爾法策略。其股價在收盤時下跌超過6%。

$^AXJO$ASX:RRL$ASX:VAU$ASX:WBC
International

瑞士4月年通膨率升至0.6%。

瑞士聯邦統計局週二公佈的數據顯示,4月瑞士年通膨率為0.6%,高於上月的0.3%。 4月消費者物價月增0.3%,高於前一月的0.2%和先前預期的0.4%。

$^SSMI
Equities

利雅德資本在沙烏地基礎工業公司(SABIC)第一季業績公佈後維持中性評級

在沙烏地基礎工業公司(SASE:2010,簡稱SABIC)公佈第一季業績後,利雅德資本重申了對該公司的投資理由。 「沙烏地基礎工業公司(SABIC)公佈淨利潤為0.01億沙特里亞爾,年比和環比均大幅扭虧為盈,與我們較為保守的預期有所偏差。這主要是因為我們計入了EP和ETP分拆業務的剩餘公允價值調整,這些調整在2025年底被標記為未完成,但最終並未在本季度確認。 vs -18.9%),顯示隨著季度初丁烷需求的強勁增長勢頭消退,3月份的需求大幅疲軟,這削弱了我們對石化業務復甦可持續性的信心。 同時,沙烏地基礎工業公司(SABIC)的銷售額年減11%至261.5億沙特里亞爾,低於利雅德資本先前預測的243億裡亞爾。按季度來看,該公司石化和農業營養品部門的收入有所下降,而特種化學品部門則實現了近1%的成長。 該股評等仍為中性,目標價為60裡亞爾。

$SASE:2010